pgadmin4/docs/en_US/preferences.rst
Nikhil Mohite 2f37f0ca51 Fixes for the preferences dialog
1) Add server mode validation in the binary path.
  2) Updated preferences tree rendering to avoid using the ReactDOM render.
  3) Updated CSS for keyboard shortcuts checkbox border makes it consistent with input box border.
  4) Fixed jasmine test case and improved code coverage.
  5) Fixed SonarQube issues.
  6) Added validation to disable "Maximum column with" option if "Column sized by" option is set to "Column name" in Query Tool -> Result grid.
  7) Updated documentation with the latest screenshots.
  8) Correct typo in the documentation. Fixes #7261

refs #7149
2022-03-23 13:28:35 +05:30

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.. _preferences:
***************************
`Preferences Dialog`:index:
***************************
Use options on the *Preferences* dialog to customize the behavior of the client.
To open the *Preferences* dialog, select *Preferences* from the *File* menu.
The left pane of the *Preferences* dialog displays a tree control; each node of
the tree control provides access to options that are related to the node under
which they are displayed.
* Use the plus sign (+) to the left of a node name to expand a segment of the
tree control.
* Use the minus sign (-) to the left of a node name to close that node.
The Browser Node
****************
Use preferences found in the *Browser* node of the tree control to personalize
your workspace.
.. image:: images/preferences_browser_display.png
:alt: Preferences dialog browser display options
:align: center
Use the fields on the *Display* panel to specify general display preferences:
* When the *Auto-expand sole children* switch is set to *True*, child nodes will
be automatically expanded if a treeview node is expanded and has only a single
child.
* Use the *Browser tree state saving interval* field to set the treeview state
saving interval. A value of *-1* will disable the treeview state saving
functionality.
* When the *Confirm before closing properties with unsaved changes* switch is set to *True*,
pgAdmin will warn you before closing the properties dialog of an object if there
are any unsaved changes. On user confirmation, the properties dialog will close.
* When the *Confirm on close or refresh* switch is set to *True*, pgAdmin will
attempt to catch browser close or refresh events and prompt before allowing
them to continue.
* When the *Enable browser tree animation?* switch is set to *True*, the client
will display the animated tree control otherwise it will be unanimated.
* When the *Enable dialogue/notification animation?* switch is set to *True*,
the client will display the animated dialogues/notifications otherwise it
will be unanimated.
* When the *Hide shared servers?* switch is set to *True*, the client will hide
all the shared servers from the browser tree.
* Use the *Lock layout* field to lock the UI layout at different levels. This
can also be changed from File menu on the :ref:`menu bar <menu_bar>`
+---------------------+-------------------------------------------------------------------+
| Option | Action |
+=====================+===================================================================+
| *None* | No locking. Every panel is resizable and dockable. |
+---------------------+-------------------------------------------------------------------+
| *Prevent docking* | This will disable the docking/undocking of the panels |
+---------------------+-------------------------------------------------------------------+
| *Full* | This will disable resizing, docking/undocking of the panels |
+---------------------+-------------------------------------------------------------------+
* When the *Show system objects?* switch is set to *True*, the client will
display system objects such as system schemas (for example, *pg_temp*) or
system columns (for example, *xmin* or *ctid*) in the tree control.
Use the fields on the *Keyboard shortcuts* panel to configure shortcuts for the
main window navigation:
.. image:: images/preferences_browser_keyboard_shortcuts.png
:alt: Preferences dialog browser keyboard shortcuts section
:align: center
* The panel displays a list of keyboard shortcuts available for the main window;
select the combination of the modifier keys along with the key to configure
each shortcut.
Use the fields on the *Nodes* panel to select the object types that will be
displayed in the *Browser* tree control:
.. image:: images/preferences_browser_nodes.png
:alt: Preferences dialog browser nodes section
:align: center
* The panel displays a list of database objects; slide the switch located next
to each object to *Show* or *Hide* the database object. When querying system
catalogs, you can reduce the number of object types displayed to increase
speed.
Use fields on the *Properties* panel to specify browser properties:
.. image:: images/preferences_browser_properties.png
:alt: Preferences dialog browser properties section
:align: center
* Include a value in the *Count rows if estimated less than* field to perform a
SELECT count(*) if the estimated number of rows in a table (as read from the
table statistics) is below the specified limit. After performing the SELECT
count(*), pgAdmin will display the row count. The default is 2000.
* Provide a value in the *Maximum job history rows* field to limit the number of
rows to show on the statistics tab for pgAgent jobs. The default is 250.
Use field on *Tab settings* panel to specify the tab related properties.
.. image:: images/preferences_browser_tab_settings.png
:alt: Preferences dialog browser properties section
:align: center
* Use *Debugger tab title placeholder* field to customize the Debugger tab title.
* When the *Dynamic tab size* If set to True, the tabs will take full size as per the title, it will also applicable for already opened tabs
* When the *Open in new browser tab* filed is selected for Query tool, Schema Diff or Debugger, it will
open in a new browser tab when invoked.
* Use the *Query tool tab title placeholder* field to customize the query tool tab title.
* Use *View/Edit tab title placeholder* field to customize the View/Edit Data tab title.
The Dashboards Node
*******************
Expand the *Dashboards* node to specify your dashboard display preferences.
.. image:: images/preferences_dashboard_graphs.png
:alt: Preferences dialog dashboard graph options
:align: center
Use the fields on the *Graphs* panel to specify your display preferences for
the graphs on the *Dashboard* tab:
* Use the *Block I/O statistics refresh rate* field to specify the number of
seconds between block I/O statistic samples displayed in graphs.
* Use the *Session statistics refresh rate* field to specify the number of
seconds between session statistic samples displayed in graphs.
* Use the *Transaction throughput refresh rate* field to specify the number of
seconds between transaction throughput samples displayed in graphs.
* Use the *Tuples in refresh rate* field to specify the number of seconds
between tuples-in samples displayed in graphs.
* Use the *Tuples out refresh rate* field to specify the number of seconds
between tuples-out samples displayed in graphs.
.. image:: images/preferences_dashboard_display.png
:alt: Preferences dialog dashboard display options
:align: center
* Set the warning and alert threshold value to highlight the long-running
queries on the dashboard.
* When the *Show activity?* switch is set to *True*, activity tables will be
displayed on dashboards.
* When the *Show graph data points?* switch is set to *True*, data points will
be visible on graph lines.
* When the *Show graphs?* switch is set to *True*, graphs will be displayed on
dashboards.
* When the *Show mouse hover tooltip?* switch is set to *True*, a tooltip will
appear on mouse hover on the graph lines giving the data point details.
The Debugger Node
*****************
Expand the *Debugger* node to specify your debugger display preferences.
Use the fields on the *Keyboard shortcuts* panel to configure shortcuts for the
debugger window navigation:
.. image:: images/preferences_debugger_keyboard_shortcuts.png
:alt: Preferences dialog debugger keyboard shortcuts section
:align: center
The ERD Tool Node
*****************
Expand the *ERD Tool* node to specify your ERD Tool display preferences.
Use the fields on the *Keyboard shortcuts* panel to configure shortcuts for the
ERD Tool window navigation:
.. image:: images/preferences_erd_keyboard_shortcuts.png
:alt: Preferences dialog erd keyboard shortcuts section
:align: center
The Miscellaneous Node
**********************
Expand the *Miscellaneous* node to specify miscellaneous display preferences.
.. image:: images/preferences_misc_user_language.png
:alt: Preferences dialog user language section
:align: center
* Use the *User language* drop-down listbox to select the display language for
the client.
.. image:: images/preferences_misc_themes.png
:alt: Preferences dialog themes section
:align: center
* Use the *Themes* drop-down listbox to select the theme for pgAdmin. You'll also get a preview just below the
drop down. Note that, to apply the theme you need to refresh the pgAdmin page. You can also submit your
own themes, check `here <https://git.postgresql.org/gitweb/?p=pgadmin4.git;a=blob_plain;f=README>`_ how.
Currently we support Standard, Dark and High Contrast theme.
The Paths Node
**************
Expand the *Paths* node to specify the locations of supporting utility and help
files.
.. image:: images/preferences_paths_binary.png
:alt: Preferences dialog binary path section
:align: center
Use the fields on the *Binary paths* panel to specify the path to the directory
that contains the utility programs (pg_dump, pg_dumpall, pg_restore and psql) for
monitored databases:
* Use the *EDB Advanced Server Binary Path* grid to specify the location of the
EDB Postgres Advanced Server utility programs based on the server version.
If the respective path is not set, then pgAdmin will pick up the path for which
'Set as default' is checked else pgAdmin will attempt to find the utilities in
standard locations used by EnterpriseDB.
* Use the *PostgreSQL Binary Path* grid to specify the location of the
PostgreSQL utility programs based on the server version. If the respective
path is not set, then pgAdmin will pick up the path for which 'Set as default'
is checked else pgAdmin will attempt to find the utilities in standard
locations used by PostgreSQL.
**Note:** Use the 'Validate path' button to check the existence of the utility
programs (pg_dump, pg_dumpall, pg_restore and psql) and there respective versions.
.. image:: images/preferences_paths_help.png
:alt: Preferences dialog binary path help section
:align: center
Use the fields on the *Help* panel to specify the location of help files.
* Use the *EDB Advanced Server Help Path* to specify the path to EDB Postgres
Advanced Server documentation.
* Use the *PostgreSQL Help Path* to specify the path to PostgreSQL
documentation.
Please note: the default help paths include the *VERSION* placeholder; the
$VERSION$ placeholder will be replaced by the current database version.
The Query Tool Node
*******************
Expand the *Query Tool* node to access panels that allow you to specify your
preferences for the Query Editor tool.
.. image:: images/preferences_sql_auto_completion.png
:alt: Preferences dialog sqleditor auto completion option
:align: center
Use the fields on the *Auto Completion* panel to set the auto completion options.
* When the *Keywords in uppercase* switch is set to *True* then keywords are
shown in upper case.
.. image:: images/preferences_sql_csv_output.png
:alt: Preferences dialog sqleditor csv output option
:align: center
Use the fields on the *CSV/TXT Output* panel to control the CSV/TXT output.
* Use the *CSV field separator* drop-down listbox to specify the separator
character that will be used in CSV/TXT output.
* Use the *CSV quote character* drop-down listbox to specify the quote character
that will be used in CSV/TXT output.
* Use the *CSV quoting* drop-down listbox to select the fields that will be
quoted in the CSV/TXT output; select *Strings*, *All*, or *None*.
* Use the *Replace null values with* option to replace null values with
specified string in the output file. Default is set to 'NULL'.
.. image:: images/preferences_sql_display.png
:alt: Preferences dialog sqleditor display options
:align: center
Use the fields on the *Display* panel to specify your preferences for the Query
Tool display.
* When the *Connection status* switch is set to *True*, each new instance of the
Query Tool will display connection and transaction status.
* Use the *Connection status refresh rate* field to specify the number of
seconds between connection/transaction status updates.
* Use the *Query info notifier timeout* field to control the behaviour of the
notifier that is displayed when query execution completes. A value of *-1*
will disable the notifier, and a value of 0 will display it until clicked. If
a positive value above zero is specified, the notifier will be displayed for
the specified number of seconds. The default is *5*.
.. image:: images/preferences_sql_editor.png
:alt: Preferences dialog sqleditor editor settings
:align: center
Use the fields on the *Editor* panel to change settings of the query editor.
* When the *Brace matching?* switch is set to *True*, the editor will highlight
pairs of matched braces.
* When the *Code folding?* switch is set to *False*, the editor will disable
code folding. Disabling will improve editor performance with large files.
* Use the *Font size* field to specify the font size that will be used in text
boxes and editors.
* When the *Insert bracket pairs?* switch is set to *True*, the editor will
automatically insert paired brackets.
* When the *Line wrapping* switch is set to *True*, the editor will implement
line-wrapping behavior.
* When the *Plain text mode?* switch is set to *True*, the editor mode will be
changed to text/plain. Keyword highlighting and code folding will be disabled.
This will improve editor performance with large files.
.. image:: images/preferences_sql_explain.png
:alt: Preferences dialog sqleditor explain options
:align: center
Use the fields on the *Explain* panel to specify the level of detail included in
a graphical EXPLAIN.
* When the *Show Buffers?* switch is set to *True*, graphical explain details
will include information about buffer usage.
* When the *Show Costs?* switch is set to *True*, graphical explain details will
include information about the estimated startup and total cost of each plan,
as well as the estimated number of rows and the estimated width of each row.
* When the *Show Timing?* switch is set to *True*, graphical explain details
will include the startup time and time spent in each node in the output.
* When the *Verbose output?* switch is set to *True*, graphical explain details
will include extended information about the query execution plan.
.. image:: images/preferences_sql_options.png
:alt: Preferences dialog sqleditor options section
:align: center
Use the fields on the *Options* panel to manage editor preferences.
* When the *Auto commit?* switch is set to *True*, each successful query is
committed after execution.
* When the *Auto rollback on error?* switch is set to *True*, failed queries are rolled
back.
* When the *Copy SQL from main window to query tool?* switch is set to *True*,
the CREATE sql of the selected object will be copied to query tool when query tool
will open.
* When the *Prompt to save unsaved data changes?* switch is set to *True*, the
editor will prompt the user to saved unsaved data when exiting the data
editor.
* When the *Prompt to save unsaved query changes?* switch is set to *True*, the
editor will prompt the user to saved unsaved query modifications when exiting
the Query Tool.
* When the *Prompt to commit/rollback active transactions?* switch is set to
*True*, the editor will prompt the user to commit or rollback changes when
exiting the Query Tool while the current transaction is not committed.
* When the *Sort View Data results by primary key columns?* If set to *True*,
data returned when using the View/Edit Data - All Rows option will be sorted
by the Primary Key columns by default. When using the First/Last 100 Rows options,
data is always sorted.
.. image:: images/preferences_sql_results_grid.png
:alt: Preferences dialog sql results grid section
:align: center
Use the fields on the *Results grid* panel to specify your formatting
preferences for copied data.
* When the *Columns sized by* is set to *Column data*, then data columns will
auto-size to the maximum width of the data in the column as loaded in the
first batch. If set to *Column name*, the column will be sized to the widest
of the data type or column name.
* Specify the maximum width of the column in pixels when 'Columns sized by' is
set to *Column data*. If 'Columns sized by' is set to *Column name* then this
setting won't have any effect.
* Use the *Result copy field separator* drop-down listbox to select the field
separator for copied data.
* Use the *Result copy quote character* drop-down listbox to select the quote
character for copied data.
* Use the *Result copy quoting* drop-down listbox to select which type of fields
require quoting; select *All*, *None*, or *Strings*.
.. image:: images/preferences_sql_keyboard_shortcuts.png
:alt: Preferences dialog sql keyboard shortcuts section
:align: center
Use the fields on the *Keyboard shortcuts* panel to configure shortcuts for the
Query Tool window navigation:
.. image:: images/preferences_sql_formatting.png
:alt: Preferences dialog SQL Formatting section
:align: center
Use the fields on the *SQL formatting* panel to specify your preferences for
reformatting of SQL.
* Use the *Comma-first notation* option to specify whether to place commas
before or after column names.
* Use the *Identifier case* option to specify whether to change identifiers
(object names) into upper, lower, or capitalized case.
* Use the *Keyword case* option to specify whether to change keywords into
upper, lower, or capitalized case.
* Use the *Re-indent aligned?* option to specify that indentations of statements
should be changed, aligned by keywords.
* Use the *Re-indent?* option to specify that indentations of statements should
be changed.
* Use the *Spaces around operators?* option to specify whether or not to include
spaces on either side of operators.
* Use the *Strip comments?* option to specify whether or not comments should be
removed.
* Use the *Tab size* option to specify the number of spaces per tab or indent.
* Use the *Use spaces?* option to select whether to use spaces or tabs when
indenting.
* Use the *Wrap after N characters* option to specify the column limit for
wrapping column separated lists (e.g. of column names in a table). If set to
0 (zero), each item will be on it's own line.
The Schema Diff Node
********************
Expand the *Schema Diff* node to specify your display preferences.
.. image:: images/preferences_schema_diff.png
:alt: Preferences schema diff
:align: center
Use the *Ignore owner* switch to ignores the owner while comparing the objects.
Use the *Ignore whitespaces* switch to ignores the whitespaces while comparing
the string objects. Whitespace includes space, tabs, and CRLF.
The Storage Node
****************
Expand the *Storage* node to specify your storage preferences.
.. image:: images/preferences_storage_options.png
:alt: Preferences dialog storage section
:align: center
Use the fields on the *Options* panel to specify storage preferences.
* Use the *File dialog view* drop-down listbox to select the style of icons and
display format that will be displayed when you open the file manager; select
*List* to display a list view, or *Grid* to display folder icons.
* Use the *Last directory visited* field to specify the name of the folder in
which the file manager will open.
* Use the *Maximum file upload size(MB)* field on the *Options* panel of the
**Storage** node to specify the maximum file size for an upload.
* When the *Show hidden files and folders?* switch is set to *True*, the file
manager will display hidden files and folders.